Sysco Q4 EPS Beats Estimate, Revenue Up 2.4% YoY

Wednesday, Jul 30, 2025 10:46 pm ET1min read

Sysco reported Q4 EPS of $1.48, beating estimates by 6.5%, and revenue of $21.1 billion, up 2.4% YoY. The company attributed the results to improved trends in local foodservice and execution of internal initiatives. However, key metrics such as Local U.S. case volume continued to trend lower, signaling mixed industry conditions. Sysco's International Foodservice segment posted stronger results, with sales up 3.6% and adjusted operating income increasing 20.1% YoY.

Sysco Corporation (NYSE: SYY) reported its fourth quarter (Q4) financial results for fiscal year 2025, which ended on June 28, 2025. The company's earnings per share (EPS) of $1.48 exceeded analysts' estimates by 6.5%, while revenue reached $21.1 billion, a 2.8% increase year-over-year (YoY).

Sysco attributed its Q4 performance to improved trends in local foodservice and the successful execution of internal initiatives. However, key metrics such as local U.S. case volume continued to trend lower, indicating mixed industry conditions. The company's International Foodservice segment posted stronger results, with sales up 3.6% and adjusted operating income increasing 20.1% YoY.

Gross profit for the quarter increased by 3.9% to $4.0 billion, driven by effective management of product cost inflation. Operating income decreased by 9.0% to $889 million, primarily due to a $92 million non-cash goodwill impairment charge related to the Guest Worldwide business. Despite this, adjusted operating income increased by 1.1% to $1.1 billion.

For the full fiscal year 2025, Sysco's sales increased by 3.2% to $81.4 billion. Gross profit rose by 2.5% to $15.0 billion, while gross margin decreased by 13 basis points to 18.4%. Operating income decreased by 3.6% to $3.1 billion, and adjusted operating income increased by 1.2% to $3.5 billion.

Sysco expects sales growth of approximately 3% to 5% and adjusted EPS growth of approximately 1% to 3% for fiscal year 2026. The company plans to reward shareholders with approximately $1 billion in dividends and $1 billion in share repurchases for FY26.

References
[1] Sysco Corporation. (2025). Sysco Corporation Announces Fourth Quarter and Fiscal Year 2025 Financial Results. Retrieved from https://investors.sysco.com/annual-reports-and-sec-filings/news-releases/2025/07-29-2025-130254119

Sysco Q4 EPS Beats Estimate, Revenue Up 2.4% YoY

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